AIS
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Advocate Investing Services’s TRI-Continental Corp TY Stock Holding History

Advocate Investing Services’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57.6K Buy
1,673
+24
+1% +$823 0.04% 159
2026
Q1 		$52.1K Hold
1,649
– – 0.04% 149
2025
Q4 		$53.8K Buy
+1,649
New +$55.8K 0.05% 140

Other funds holding TY

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Advocate Investing Services's TY Position: Q2 2026 in Review

Advocate Investing Services increased its TRI-Continental Corp (TY) stake by 1.5% in Q2 2026, buying an estimated $823 and bringing the position to 1,673 shares worth $57.6K. The position accounts for 0.04% of the portfolio, ranked #159.

Advocate Investing Services first reported a position in TY in Q4 2025 and has held it in 3 quarters since. 156 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • Advocate Investing Services held 1,673 shares of TRI-Continental Corp worth $57.6K as of Q2 2026.
  • Advocate Investing Services bought 24 TRI-Continental Corp shares in Q2 2026, an estimated $823.
  • TRI-Continental Corp made up 0.04% of Advocate Investing Services's portfolio in Q2 2026, its #159 holding.
  • Advocate Investing Services first reported a position in TRI-Continental Corp in Q4 2025 and has held it in 3 quarters since.
  • 156 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.